Israel MaxwellCRD Number: 6060872
Current Firm: Morgan Stanley
Israel Maxwell (CRD# 6060872) is an Investment Advisor Representative working at Morgan Stanley in Fort Worth, TX and has over 4 years of experience in the finance industry.
Box Financial Advisors, LLC
Aspen Wealth Management
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Apr 2016 - Current||< 1|
|Northwestern Mutual Investment Services LLC||Fort Worth, TX||Apr 2016 - Current||< 1|
|Unemployed||Saginaw, TX||Mar 2016 - Apr 2016||< 1|
|Principal Financial||Addison, TX||Jan 2016 - Mar 2016||< 1|
|Morgan Stanley||Fort Worth, TX||Jun 2014 - Jan 2016||1|
|Fidelity Financial||Westlake, TX||Apr 2012 - May 2014||2|
|Braums||Fort Worth, TX||Dec 2011 - Mar 2012||< 1|
|Certified Research Company||Fort Worth, TX||Oct 2011 - Nov 2011||< 1|
|Hilltop Baptist Church||Norman, OK||Mar 2011 - Oct 2011||< 1|
|Oak View Baptist Church||Irving, TX||Jan 2011 - Mar 2011||< 1|
|Chisholm Creek Baptist Church||Edmond, OK||Dec 2010 - Jan 2011||< 1|
|Safe Haven Of Tarrant County||Fort Worth, TX||Nov 2010 - Dec 2010||< 1|
|Horned Frog Delivery||Fort Worth, TX||Oct 2010 - Nov 2010||< 1|
|Unemployed||Fort Worth, TX||Sep 2010 - Oct 2010||< 1|
|Scottsville Baptist Church||Scottsville, VA||Jun 2008 - Sep 2010||2|
|Union Gospel Mission||Fort Worth, TX||Mar 2008 - Jun 2008||< 1|
|Palios Pizza||Fort Worth, TX||Dec 2007 - Mar 2008||< 1|
|Entrees On Treys||Fort Worth, TX||Oct 2007 - Dec 2007||< 1|
|Cokesbury||Fort Worth, TX||Aug 2007 - Oct 2007||< 1|
|Unemployed||Fort Worth, TX||Feb 2007 - Aug 2007||< 1|
|Union Gospel Mission||Fort Worth, TX||Jun 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.